Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Wealth Management: Client Accounting Associate

ceritypartners

Cerity Partners is seeking a Client Accounting Associate to support the Wealth Management segment in Cleveland, OH. You will handle administrative duties, bank accounts, bill-pay, vendor files and client reporting, while ensuring IRS-compliant document management. Ideal candidates have 3+ years of related experience, strong communication, and attention to detail, with proficiency in accounting software and a proactive, collaborative mindset. #J-18808-Ljbffr ceritypartners

Vacancy posted 4 days ago
Similar jobs that could be interesting for youBased on the Wealth Management: Client Accounting Associate in Cleveland, OH vacancy
  • University Hospitals Center for Clinical Research in Cleveland, OH is seeking a Grant Accountant I for a hybrid schedule. You will manage grant accounts from federal, state, foundations and sponsors, perform invoicing, revenue and expense reporting, and oversee closeout... 
    Suggested

    Mobile

    Cleveland, OH
    1 day ago
  • $50k - $70k

     ...environment, you'll fit right in here. Role Description As Account Associate - State Farm Agent Team Member for Collin Doyle - State Farm...  ...we are eager to have you on our team. Responsibilities Manage customer accounts and update information in the database.... 
    Suggested
    For contractors
    Work at office
    Local area
    Flexible hours

    Collin Doyle - State Farm Agent

    Cleveland, OH
    3 days ago
  • $70k - $80k

     ...Client Service Associate Founded in 2008, Hightower is a wealth management firm that provides investment, financial and retirement planning services to individuals, foundations...  ...relationship management Assist with account opening, account maintenance, transfers, money... 
    Suggested
    Permanent employment
    Work at office
    Local area
    Remote work
    2 days per week
    1 day per week

    Hightower Advisors

    Cleveland, OH
    9 hours ago
  • $48k - $60k

     ...Account Associate - State Farm Agent Team Member for Franklin Myles - State Farm AgentAs Account Associate - State Farm Agent Team Member for...  ..., we are eager to have you on our team.Responsibilities:Manage customer accounts and update information in the database.Assist... 
    Suggested

    Franklin Myles

    Cleveland, OH
    3 days ago
  • $16.78 - $20.97 per hour

     ...Range: $16.78 - $20.97 Hourly Description Purpose of Classification: Reporting to the Chief Financial Officer, the role of the Accounting Associate will serve in the accounts payable area. This position is responsible for reviewing and interpreting invoices and various... 
    Suggested
    Hourly pay
    Contract work
    Work experience placement
    Work at office

    Step Forward

    Cleveland, OH
    1 day ago
  • $60k

    About The Role As a CBRE AR Accounting Sr. Associate, you will be responsible for advanced clerical...  ...reviewing and paying invoices and cash management activities such as reconciliation and...  ...more than 100 countries. CBRE serves clients through four business segments:... 
    Second job
    Work at office
    Immediate start
    Visa sponsorship
    Flexible hours

    CBRE, Inc.

    Cleveland, OH
    2 days ago
  •  ...unwavering commitment to our clients have made us a trusted partner for private wealth, endowment & foundation, and investment management clients. Our people...  ...of the Client Service Associate is to support...  ..., trust and investment account administration, compliance... 
    Work at office
    3 days per week

    Glenmede

    Beachwood, OH
    3 days ago
  • $60k - $80k

     ...the place for you!Role DescriptionAccount Associate for Bonny Bird - State Farm Agent, you...  ...services.ResponsibilitiesManage customer accounts and update information in the database....  ...yearMy team's mission is to help people manage the risks of everyday life, recover from... 
    For contractors
    Casual work
    Work at office
    Flexible hours

    Bonny Bird - State Farm Agent

    Bedford, OH
    20 hours ago
  • $70k

    Are you an accounting professional looking to grow your career with a successful, expanding...  ..., is seeking an experienced Accounting Associate to join their Bedford Heights, OH team....  ...of ownership to streamlining inventory management and warehousing. Whether it’s... 
    Hourly pay
    Work experience placement
    Immediate start

    Tavens Packaging & Display

    Highland Hills, OH
    2 days ago
  •  ...Job Description Job Description Req ID: 15260-1 Title: Sr. Accounting Associate Pay Rate: $38 - 42/HR on W2 Hours: 8-5 | M-F Hybrid (onsite 2-3 days a week) Location: 127 Public Square, Cleveland OH What You'll Do: Prepare financial documents including... 
    Work at office
    2 days per week
    3 days per week

    AA2IT

    Cleveland, OH
    17 days ago
  • $26 per hour

     ...Join Our Team as an Accounting Support Associate! Location: Bedford Heights, Ohio Hours: Monday through Friday, 8:00 a.m. to 5 p.m. Pay: $26/hr temp; $60k to $70k/yr, based on experience Are you detail-oriented, organized, and ready to make an impact in a fast-paced... 
    Temporary work
    Monday to Friday

    Area Temps

    Bedford, OH
    2 days ago
  •  ...Client Service Associate Wealth Management Location: Pepper Pike, Ohio Full-Time | In-Office Are you someone who genuinely enjoys helping people...  ...for routine client service needs Assist clients with account-related questions and requests Prepare and process... 
    Full time
    Work at office

    H Cap Connect LLC

    Cleveland, OH
    9 hours ago
  •  ...be the State Farm family for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Steven Saraniti - State Farm...  ...are eager to have you on our team. RESPONSIBILITIES: Manage customer accounts and update information in the database.... 
    Work at office
    Flexible hours

    Steven Saraniti - State Farm Agent

    Cleveland, OH
    29 days ago
  • $40k

     ...off ~ Training & development ROLE DESCRIPTION: Patel Insurance Agency is seeking a motivated, relationship-focused Account Associate to join our growing team in Brooklyn, OH. This sales-focused role centers on acquiring new customers and helping existing customers... 
    Base plus commission
    Full time
    Temporary work
    Work at office
    Work from home
    Flexible hours

    Jinisha Patel - State Farm Agent

    Cleveland, OH
    11 days ago
  •  ...this could be a great fit for you. ROLE DESCRIPTION: As Account Associate - State Farm Agent Team Member for Franklin Myles - State...  ...are eager to have you on our team. RESPONSIBILITIES: Manage customer accounts and update information in the database.... 
    Work at office
    Local area
    Flexible hours

    Franklin Myles - State Farm Agent

    Cleveland, OH
    9 days ago
  •  ...with a conversation—and grows through listening, follow-through, and useful guidance. Utility Management Group is seeking a Business Development & Client Relations Associate to connect with local businesses, understand their needs, and develop lasting customer... 
    Full time
    Local area

    Utility Management Group

    Cleveland, OH
    2 days ago
  • $138k - $172.5k

     ...Private Wealth Services Tax Manager As the Private Wealth Services Tax Manager, you'll conduct primary...  ...held business and family business clients all with the resources, environment,...  ...qualifications: Bachelor's degree in Accounting - CPA or licensed member of the Bar... 
    Full time

    Grant Thornton LLP

    Cleveland, OH
    3 days ago
  •  ...Assistant Controller Hybrid | Greater Cleveland Are you a hands-on accounting leader who likes being in the numbers? This is a true #2 to the Controller at a growing, acquisitive wealth management firm. You’ll run the close, own the technical accounting, and build a team... 

    Emerald Resource Group

    Cleveland, OH
    4 days ago
  • 2027 Asset & Wealth Management U.S. Private Bank MBA Summer Associate Program Embark on a transformative journey with...  ...management. Develop your skills in client engagement and business...  ...successful Private Banking team, accountable for identifying and managing high... 
    Work experience placement
    Summer work
    Internship

    Chase

    Cleveland, OH
    10 hours ago
  • $91.44k - $111.76k

     ...U.S. Bank Wealth Management Banker At U.S. Bank, we're on a journey to do our best. Helping the customers and businesses we serve to make...  ...the affluent segment is responsible for the overall affluent client experience, ensuring collaboration of relevant entities in order... 
    Temporary work
    Work experience placement

    U.S. Bancorp

    Cleveland, OH
    1 day ago
  •  ...Wealth Management Whether you're a financial advisor, financial analyst, private banker or portfolio manager, you and your team will work...  ...provide a personalized wealth planning experience and help your clients work toward their financial goals. Benefits The well-... 

    US Bank

    Cleveland, OH
    9 hours ago
  • $75k - $150k

    SummaryThe industry role of Wealth Advisor resides as a Financial Consultant at Manning &...  ...Consultant, you will collaborate with our current clients while simultaneously developing new...  ...base over time. You will report to the Managing Director of Wealth Management. You must... 

    Manning & Napier Advisors

    Cleveland, OH
    1 day ago
  • $75k - $150k

     ...Summary The industry role of Wealth Advisor resides as a Financial Consultant at Manning...  ...Consultant, you will collaborate with our current clients while simultaneously developing new...  ...base over time. You will report to the Managing Director of Wealth Management. You must... 

    Manning & Napier

    Cleveland, OH
    7 days ago
  •  ...founded in October 1991 that actively manages equity investment portfolios for clients. It was established with a clear...  ...of Role: The Client Services Associate will support the firm’s client services...  ...administrative needs such as account openings, IRA distributions,... 
    Work at office
    Shift work

    Shaker Investments, LLC

    Cleveland, OH
    4 days ago
  • $42.5k - $63.75k

    About Wealth Enhancement Wealth Enhancement is an independent wealth management firm with an endless passion for enriching...  ...the lives of our clients. We continually seek...  ...for a Client Service Associate to serve as the...  ...paperwork and financial account review preparation. We... 
    Full time
    Temporary work
    Work experience placement
    Work at office
    Flexible hours

    Wealth Enhancement

    Mayfield Heights, OH
    1 day ago
  • First National Bank in Cleveland, OH is seeking a Client Services Associate to support existing high net worth clients and assist with onboarding...  ...-tier service and strict regulatory compliance. You will manage client communication, prepare reports for meetings, process... 

    First National Bank

    Cleveland, OH
    4 days ago
  •  ...office, we’d love to meet you. ROLE DESCRIPTION: As an Account Associate for Carl Vajdich - State Farm Agent, you are vital to our...  ...marketing relevant products and services. RESPONSIBILITIES: Manage customer accounts and update information in the database.... 
    Work at office
    Flexible hours

    Carl Vajdich - State Farm Agent

    Beachwood, OH
    11 days ago
  • $165k - $345k

     ...Managing Director Of Family Wealth Investments And Advice Location: 127 Public Square, Cleveland Ohio The Managing Director of Family Wealth...  ...oversees the management of Ultra High Net Worth (UHNW) clients' investment portfolios. The Managing Director is responsible... 
    Work at office
    Flexible hours
    Night shift

    KeyCorp

    Cleveland, OH
    9 hours ago
  •  ...Ohio, offering financial planning and wealth management services. At Sequoia, we exist with a singular...  ...honest, consistent experience for our clients and team.  Passion . We pursue our...  ...of client data, tasks, financial accounts and policy adherence Supervise and coordinate... 
    Contract work
    Work at office

    Sequoia Financial Group Llc

    Cleveland, OH
    a month ago
  • Equitable Advisors in Cleveland, OH seeks a Wealth Management Advisor to engage clients, develop tailored financial strategies, and discuss products and services. This in-office role emphasizes relationship-building and proactive guidance for individuals and families. The... 
    Work at office

    Equitable Advisors

    Cleveland, OH
    3 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Wealth Management: Client Accounting Associate. Be the first to apply!